Personal Cfo Solutions, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Personal Cfo Solutions, LLC

  • $600 Million
  • Q1 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 11,990 shares of DES stock, worth $371,690. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,990
Previous 11,990 -0.0%
Holding current value
$371,690
Previous $385,000 1.56%
% of portfolio
0.07%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
BUY
$27.79 - $30.65 $33,348 - $36,780
1,200 Added 11.12%
11,990 $338,000
Q2 2023

Aug 10, 2023
BUY
$26.6 - $29.16 $26,600 - $29,160
1,000 Added 10.21%
10,790 $310,000
Q1 2023

May 09, 2023
BUY
$27.3 - $32.13 $267,267 - $314,552
9,790 New
9,790 $279,000
Q2 2022

Aug 05, 2022
SELL
N/A
-1,000 Reduced 9.72%
9,290 $262,000
Q1 2022

May 02, 2022
SELL
N/A
-862 Reduced 7.73%
10,290 $328,000
Q4 2021

Feb 11, 2022
SELL
N/A
-1,100 Reduced 8.98%
11,152 $366,000
Q2 2021

Jul 22, 2021
SELL
N/A
-1,000 Reduced 7.55%
12,252 $391,000
Q1 2021

Apr 21, 2021
SELL
N/A
-707 Reduced 5.06%
13,252 $413,000
Q4 2020

Feb 09, 2021
BUY
N/A
7 Added 0.05%
13,959 $0
Q2 2020

Aug 03, 2020
SELL
N/A
-800 Reduced 5.42%
13,952 $296,000
Q1 2020

Apr 30, 2020
SELL
N/A
-3,000 Reduced 16.9%
14,752 $266,000
Q4 2019

Feb 13, 2020
BUY
N/A
4,700 Added 36.01%
17,752 $509,000
Q3 2019

Nov 13, 2019
BUY
N/A
13,052 New
13,052 $357,000

Others Institutions Holding DES

# of Institutions
344
Shares Held
29.7M
Call Options Held
50.7K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email